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CIK: 0001841979
Total reported value
$273.3M
$273.3M
82 檔
25.8%
As reported in its official Q2 2024 Form 13F filing, Sightline Wealth Advisors, LLC's tracked investment portfolio stood at $273.3M with 82 total positions.
During Q2 2024, Sightline Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 15.38% | -0.50% | -1.43% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.51% | -0.94% | +23.22% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.23% | +0.01% | +14.86% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.36% | -0.25% | +1.63% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 5.48% | — | +3.34% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.01% | +0.60% | +2.77% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 4.03% | +0.15% | +10.05% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.99% | -0.01% | +0.27% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.48% | -0.08% | -2.21% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.27% | +0.27% | +0.37% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.27% | -0.11% | -2.86% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.27% | -0.13% | +2.55% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.21% | +0.17% | +1.47% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.79% | -0.15% | +22.56% | |
| 15 | SKT | Tanger Inc | Stock-Real Estate | 1.66% | -0.20% | — | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | +0.15% | +0.43% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.51% | -0.42% | +27.34% | |
| 18 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.38% | — | +34.82% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.27% | +0.09% | +4.20% | |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.25% | +0.17% | +57.02% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.92% | -0.03% | +0.10% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.89% | +0.19% | +0.10% | |
| 23 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.89% | -0.07% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.06% | +7.53% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.01% | +0.44% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.85% | — | -1.11% | |
| 27 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.84% | — | -14.02% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | +0.03% | -11.50% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.68% | +0.31% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | +0.10% | |
| 31 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.65% | -0.02% | -37.20% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.03% | +0.31% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.08% | +51.89% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | — | +68.19% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | — | -0.27% | |
| 36 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.48% | -0.01% | -8.92% | |
| 37 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.46% | — | +41.22% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.44% | — | +3.13% | |
| 39 | GNOMEUR | Global X Genomics & Biotechn | ETF-Tech | 0.43% | — | +6.13% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | -0.01% | +5.86% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.41% | -0.01% | — | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.39% | — | +0.25% | |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.33% | — | -38.84% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | — | -12.80% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | -0.02% | — | |
| 46 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.33% | — | +56.95% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.32% | — | -10.52% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.31% | +0.02% | -0.80% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.30% | — | -13.06% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | -0.09% | EXIT |
According to official SEC Form 13F filings, Sightline Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $273.3M across 82 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, BND, VTV) accounted for 25.8% of total reported equity market value during Q2 2024.
During Q2 2024, Sightline Wealth Advisors, LLC's top holdings by market value included RSP (15.4%)、BND (8.5%)、VTV (8.2%). The largest single position, RSP, represented 15.4% of total portfolio value.
In Q2 2024, Sightline Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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